finit solutions getting the most out of epm an overview of epma-february 2011

of 37 /37
Getting the Most out of EPM: Getting the Most out of EPM: An Overview of EPMA February 16, 2011 Presented by: Lester Maldonado Presented by: Lester Maldonado www.finitsolutions.com

Author: finitsolutions

Post on 19-Jul-2015

133 views

Category:

Technology


2 download

Embed Size (px)

TRANSCRIPT

  • Getting the Most out of EPM:GettingtheMostoutofEPM:AnOverviewofEPMA

    February16,2011

    Presented by: Lester MaldonadoPresentedby:LesterMaldonado

    www.finitsolutions.com

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    FinitIntroductionThe Finit Solutions SeriesThe Finit Solutions Series

    FinitSolutionsspecializesinconsultingservicesintheOracleHyperionEnterprisePerformanceManagementSolutionssuiteofproducts:

    Financial Consolidation FinancialManagement(HFM)

    Hyperion Enterprise

    Planning and Business Intelligence Planning

    Essbase HyperionEnterprise FinancialCloseManagement DisclosureManagement

    Essbase Profitability&CostManagement

    (HPCM)

    Data Integration FinancialDataQualityManagement

    (FDM)

    BI+ Reporting Tools FinancialReporting Smartview( )

    OracleDataIntegrator(ODI) DataIntegrationManagement(DIM) Other (EPMA, ERPi, etc)

    Smartview

    WebAnalysis EssbaseExcelAddin

    www.finitsolutions.com 2

    Other(EPMA,ERPi,etc)

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    FinitsClientServiceThe Finit Solutions SeriesThe Finit Solutions Series

    We take client service very seriously and our results areWetakeclientserviceveryseriouslyandourresultsareunmatchedintheindustry:

    Ourclientserviceapproachhasledto100%customersatisfaction for every Finit client (134 and counting) forsatisfaction forevery Finitclient (134andcounting)for

    everyproject (over225andcounting).

    www.finitsolutions.com 3

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    SomeFinitClientsThe Finit Solutions SeriesThe Finit Solutions Series

    www.finitsolutions.com 4

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    AboutthePresenterThe Finit Solutions SeriesThe Finit Solutions Series

    LesterMaldonado( )([email protected])

    ConsultantFinitSolutions 16 years of experience16yearsofexperience

    implementingHyperionproducts WorkedwithHyperionEssbase

    since version 3X and Hyperionsinceversion3XandHyperionPlanningsinceversion1.5

    HyperionEssbaseandHyperionPlanningCertified

    www.finitsolutions.com 5

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    HowtoAskaQuestionThe Finit Solutions SeriesThe Finit Solutions Series

    www.finitsolutions.com 6

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    Purpose of this Webinar The Finit Solutions SeriesThe Finit Solutions SeriesPurposeofthisWebinar ProvideinsightintotheEnterprisePerformanceManagement

    Architecttool,includingsomeitemsthatarenewinFusion11.1.2.Keytopicswillinclude: EPMA Whatisit? EMPA OverviewEMPAOverview

    ApplicationLibrary MetadataManagement CalculationManager DataMovementsusingEPMA EPMAConsiderbeforeimplementing

    Whatsnewon11.1.2 ImplementationConsiderations

    www.finitsolutions.com 7

  • The Finit Solutions Series

    EnterprisePerformanceManagementArchitecta age e t c tectWhatisit?

    www.finitsolutions.com

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    TheGenesisofEPMAThe Finit Solutions SeriesThe Finit Solutions Series

    AstheHyperionproductsweredevelopedasseparatesoftwarepackagesandtheindustrystarteddevelopingtheconceptsofPerformanceManagement,aneedtointegrate these products became apparentintegratetheseproductsbecameapparent.

    BeforeEPMAtherewasBPMA.TheBusinessPerformanceManagementArchitectwasreleasedinversion9.3andisthebasisofthecurrentEPMAproduct.

    EPMA primarily focuses on metadata management but also provides additionalEPMAprimarilyfocusesonmetadatamanagementbutalsoprovidesadditionalfunctionality.EPMAattemptstoprovidesasinglepointofprocessdevelopmentandmaintenancethatcrossesvariousEPMapplications(HFM,Planning,etc).Someiftheseprocessesare:

    Metadatamaintenance ApplicationMaintenanceandDeployment DataSynchronization BusinessRules Automations(BatchScripts)

    CurrentlyEPMAhascapabilitiesthatallowforalloftheseprocessestobehandled

    www.finitsolutions.com 9

    throughitsinterface,whichiswebdeployed.

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    EPMA 101The Finit Solutions SeriesThe Finit Solutions Series

    EPMArchitectisaccessedfromWorkspace. These are the modules that make up EPMA:ThesearethemodulesthatmakeupEPMA:

    DimensionLibrary ApplicationLibrary

    C l l i CalculationManager DataSynchronization ApplicationUpgrade LibraryJobConsole

    Additionalutilitiesare:Batch Data BatchData

    FileGenerator

    www.finitsolutions.com 10

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    EPMA HighLevelArchitectureThe Finit Solutions SeriesThe Finit Solutions Series

    g EPMArchitectisafeatureofFoundationServicesandintegrates

    withEPMapplications(FinancialManagement,Planning,Essbase,andProfitabilityandCostManagement).

    www.finitsolutions.com 11

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    ApplicationLibraryThe Finit Solutions SeriesThe Finit Solutions Series

    ApplicationLibrariesallowforthecreationandupkeepofthevariousapplicationssupportedbyEPMA.

    pp y

    pp pp y

    Thescreenprovidesthefollowinginformation: ApplicationSummary,Dimensions,Properties,Description,SynchronizationandRules / Rule SetsRules/RuleSets

    Thefollowingaretasksthataredoneattheapplicationlevel: Duplicate/Migrate,Delete,Validate,Deploy,Reregister,DataFlow,

    h dSynchronization,CompareandSummary.

    www.finitsolutions.com 12

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    ApplicationLibraryDemoThe Finit Solutions SeriesThe Finit Solutions Series

    pp y

    www.finitsolutions.com 13

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    DimensionLibrariesThe Finit Solutions SeriesThe Finit Solutions Series

    DimensionLibrariesiswherethemanagementofshareddimensionsandapplicationspecificdimensionstakeplace.pp p p

    MembersandmemberpropertiesforallofthesupportedEPMAapplicationsarealsomaintainedhere.

    Whenaddingamembertoasharedlibraryitwilladdittoalloftheapplicationswherethatdimensionisshared.

    Members from shared dimensions can be excluded from specificMembersfromshareddimensionscanbeexcludedfromspecificapplications.

    MembersinasharedlibrarycancontainthepropertiesofalloftheapplicationsthatEPMAsupportsasof11.1.2.Settingsthesepropertiesaheadoftimemakesthecreationofnewapplicationsmoreefficient.

    www.finitsolutions.com 14

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    DimensionLibrariesDemoThe Finit Solutions SeriesThe Finit Solutions Series

    www.finitsolutions.com 15

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    CalculationManagerThe Finit Solutions SeriesThe Finit Solutions Series

    CalculationManagerisusedtocreate,validate,deploy,andadministercalculationsforFinancialManagement,Planning,and

    g

    g , g,Essbaseinagraphicalviewformat

    CalculationManageriscomparabletotheprocessfollowedtot l l ti i B i R l ith h d f ti litcreate calculationsinBusinessRuleswithenhancedfunctionality

    Therearethreetypesofobjectsthatcanbecalculated: RuleSets, whichareobjectsthatcontainrulesthatcanbecalculated, j

    simultaneouslyorsequentially

    Rules areobjectsthatcontaincomponentsandtemplates Components are objects that contain formula components scriptComponentsareobjectsthatcontainformulacomponents,script

    components,conditioncomponents,rangecomponents,andfixedloopcomponents

    www.finitsolutions.com 16

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    CalculationManagerThe Finit Solutions SeriesThe Finit Solutions Series

    CalculationManagerworkswithbothClassicandEPMAapplications

    g

    pp

    Currentlythecalculationlanguageusedisthatofthecalculationengineofeachapplication(i.e.HFMorPlanningspecific)

    Thevisionatthispointisforthedevelopmentofacommonlanguageacrossallenginesandtomakeiteasierfororganizationstobuildandmaintaincalculationswithoutneedingprogrammingg p g gexpertise

    www.finitsolutions.com 17

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    CalculationManagerDemoThe Finit Solutions SeriesThe Finit Solutions Series

    g

    www.finitsolutions.com 18

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    DataSynchronizationThe Finit Solutions SeriesThe Finit Solutions Series

    EPMAprovidesfunctionalitythatallowsfor: MovementofdataacrossHyperionApplications.Forexample:

    y

    yp pp p ProducttoProduct(sameproductsLikePlanning>Planning) OneProducttoAnother(i.e HFM>Planning,Planning>Essbase)

    Creationofmappingsandfilters. Layoutofdataflowmaps.

    EPMAdoesnotprovidefunctionalityforrangemapping,dynamic/wildcard mapping or ignore logic during data loadwildcardmappingorignorelogicduringdataload

    DataSynchronizationdoesnotallowyoutodobasictransformationduringtheloadofadataormetadatafilelikegEssbaseAdministrationsServicesandFDMallows.Forexample;Mergefields,performFindandReplaceofcharactersduringaload,etc

    www.finitsolutions.com 19

    etc.

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    DataSynchronizationDemoThe Finit Solutions SeriesThe Finit Solutions Series

    y

    www.finitsolutions.com 20

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    MappingandFiltersThe Finit Solutions SeriesThe Finit Solutions Series

    WhenmappingtwoEssbasecubesoraPlanningApplicationwithanEssbasecube, EPMAbasicallybuildsadataexportcalculation

    pp g

    , y pscriptusingthefiltersinthesourceastheFixStatementinthecalcscript.

    Whenmappingapplicationsthathavedifferentnumberofdimensionsensuretheapplicationisaggregatedtothe

    i t l l Oth i i t d t ill bappropriatelevels.Otherwiseincorrectdatawillbetransferred.

    Whencreatingmappings,keepEssbasecalculationperformanceinmind.

    www.finitsolutions.com 21

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    AutomationsThe Finit Solutions SeriesThe Finit Solutions Series

    EPMAprovidesaBatchClientthatallowsforbothinteractivemodeandbatchmode. IninteractivemodeanadministratoristypingcommandlinesintoaDOSlike

    interface.

    In Batch Mode the same interface is launched running a script that executesInBatchModethesameinterfaceislaunchedrunningascriptthatexecutesanumberofcommands

    Therearethreewaysoflaunchingthisclient:F h M l S P O l EPM S F d i FromtheMenu:selectStart,Programs,OracleEPMSystem,FoundationServices,PerformanceManagementArchitect,StartEPMABatchClient.

    Interactivecommandmode: HYPERION_HOME\products\Foundation\BPMA\EPMABatchClient\epmabatchclient.bat.

    BachScriptmode: HYPERION_HOME\products\Foundation\BPMA\EPMABatchClient\epmabatchclient.bat

    CMyScript txt

    www.finitsolutions.com 22

    CMyScript.txt

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    CommandsThe Finit Solutions SeriesThe Finit Solutions Series

    Commandsconsistofa:Commandverb,Commandclass,ParameterValuecollectionoraPropertyValuecollection

    Parametersandvaluesareseparatedbycommas.Supportedcommandverbsinclude:

    CREATECOPY

    EXITINCLUDE

    QUITREMOVE

    DEBUGDELETEDETACHEXCLUDE

    INSERTLOGINLOGOUTMOVE

    RENAMESHAREUPDATESETEXCLUDE

    EXECUTEMOVEOPTION

    SETVARIABLE

    Supportedcommandclassesinclude:

    APPLICATIONASSOCIATIONDIMENSION

    DIMSYNCHRONIZATIONMEMBERIMPORT

    DATASYNCHRONIZATIONREDEPLOYVALIDATE

    www.finitsolutions.com 23

    DIMENSIONASSOCIATION DEPLOY

  • The Finit Solutions Series

    WhatsNewinversion11.1.2

    www.finitsolutions.com

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    Whatisnewinrelease11.1.2The Finit Solutions SeriesThe Finit Solutions Series

    EPMAnowsupports:

    Upgrade of a regular Essbase Application to an EPMA EssbaseUpgradeofaregularEssbaseApplicationtoanEPMAEssbaseApplication.

    ConversionofEPMAsmartlisttoEssbasetextlist EssbaseASOapplicationsasasourcefordatasynchronizations AbilitytomodifyEssbaseBSOdatabasesdenseandsparsesettings.

    I di tl thi l li d t Pl i d P fit bilit d C t IndirectlythisalsoappliedtoPlanningandProfitabilityandCostManagement

    Abilitytomodifythesortorderforchildrenofaparent DynamicTimeSeries(DTS)forBSOcubes.

    www.finitsolutions.com 25

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    Whatisnewinrelease11.1.2The Finit Solutions SeriesThe Finit Solutions Series

    ApplicationTroubleshootingSupportpp Insomecases,thestateofanEPMA

    applicationbecomesoutofsyncwiththeDimensionServer,object, jrepository,ortargetEPMAproduct.

    Thishappensforvariousreasonsandyoucannowrunthenewyapplicationdiagnosticfeaturetocheckforapplicationinconsistencies.

    Issuesidentifiedmayeitherbefixedmanuallyorautomaticallybyselectingtheappropriateresolution

    www.finitsolutions.com 26

    option.

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    Whatisnewinrelease11.1.2The Finit Solutions SeriesThe Finit Solutions Series

    FinancialManagementCopyApplicationUtility(YoucannowusetheutilitywithanEPMAenabledapplication)y pp )

    SupportforPublicSectorPlanningandBudgeting EnhancedSupportforProfitabilityandCostManagement

    Updatedvalidations Supportforduplicatemembersacrossdimensions

    www.finitsolutions.com 27

  • The Finit Solutions Series

    EPMA Considerbeforeimplementingimplementing

    www.finitsolutions.com

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    ConsiderBeforeImplementingThe Finit Solutions SeriesThe Finit Solutions Series

    Ifyouareanewclient,wewouldconsider: Whatproduct(s)areyouimplementing?HFM,Planning,Essbaseor

    p g

    p ( ) y p g , g,Profitability

    Howcomplexaremyapplications? Does EPMA supports the functionality I need today?DoesEPMAsupportsthefunctionalityIneedtoday? TrainingcostofgoingdirectlyintoEPMAmightbelowerasthesame

    metadataanddataloadtechniquesareusedacrossalltheEPMAsupportedproductsproducts

    Maintenancecostcouldbelowerasthenumberofobjectstomaintaincouldbeless.

    If you start with EPMA applications will not need to be upgrade in the future IfyoustartwithEPMAapplicationswillnotneedtobeupgradeinthefuture KeepinmindyoucanalwaysstartusingtheClassicapproachandusethe

    EPMAupgradeutilityatafuturetimetoupgradetheapplicationsoncethefunctionality you need is available

    www.finitsolutions.com 29

    functionalityyouneedisavailable.

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    ConsiderBeforeImplementingThe Finit Solutions SeriesThe Finit Solutions Series

    AmIanexistingclient? WhatbenefitsdoIgetfromupgradingmyapplicationstoEPMA?

    p g

    g pg g y pp Ifyouhaveseveralapplicationsthatcanleverageshareddimensions,youcouldminimize

    applicationmaintenance.

    Shareddimensionscanalsoensuremetadataintegrityacrossthedifferentapplicationsbyensuring the same labeling and hierarchy is usedensuringthesamelabelingandhierarchyisused.

    DoesEPMAsupportthefunctionalityIneedtoday?

    WhatbenefitsdoIgetfromstartingtouseCalculationManager? Documentation features on the calculations Documentationfeaturesonthecalculations. Lessrelianceonrulemaintenanceinprogramminglanguages.Thismayleadtoagreater

    abilityformoreuserstobuildandunderstandthecalculations.

    ShouldIupgradesomeoftheapplicationsbutnotallpg pp YoucanhaveamixofEPMAandClassicapplicationsaspartofyouroverallsolution. ThisisagoodwayofgettingyoursupportstaffuptospeedwithEPMAfunctionality.

    www.finitsolutions.com 30

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    ClassicorEPMAThe Finit Solutions SeriesThe Finit Solutions Series

    HFM HFM Planning Planning Essbase Essbase

    WhataremyOptions:HFMClassic

    HFMEPMA

    PlanningClassic

    PlanningEPMA

    EssbaseClassic

    EssbaseEPMA

    ClassicMetadata X X X

    EPMA M t d t X X XEPMAMetadata X X X

    ClassicData Load X X X X X

    EPMADataLoad X X X

    ClassicBusiness Rule X X X X X X

    EPMACalcManager X X X X X X

    HBRBusiness Rules na na X X

    Once an application is on EPMA the interface does not provide for a way to return to Classic.

    www.finitsolutions.com 31

    to Classic.

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    EPMAsupportforHFMThe Finit Solutions SeriesThe Finit Solutions Series

    Youcannot: ReorderthechildmembersofthesystemgenerateddimensionslikeValue,

    pp

    y g ,ICP,ViewandAlias.

    DeployanHFMapplicationwithouttheICPandValuedimensions. Deploy an HFM application if the label or description of the PeriodDeployanHFMapplicationifthelabelordescriptionofthePeriod

    dimensionhaschangedaftertheinitialdeployment.PerioddimensionshouldalwaysbesetasaLocaldimension.

    Deploy an HFM application if the necessary dimension associations are notDeployanHFMapplicationifthenecessarydimensionassociationsarenotactivated.

    www.finitsolutions.com 32

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    EPMAsupportforEssbaseThe Finit Solutions SeriesThe Finit Solutions Series

    Applicationanddatabasenamesarelimitedto8characters.Inaddition,namesmustnotcontainanyspecialcharacters.

    pp

    , y p

    Thealiasdimensioncancontainupto10members.Ataminimum,amembernamedDefaultisrequiredinthisdimension.

    Essbase(ASO)isalsoreferredtoasEnterpriseAnalytics.Essbase(BSO)isalsoreferredtoasEssbaseAnalytics.

    In some cases if you make changes to the Auto ConfigureInsomecases,ifyoumakechangestothe AutoConfigure propertyinEPMAitdoesnotoverwriteinEssbase.IfyousettheDimensionStorageTypepropertyinEssbaseapplications,you

    t t th "A t fi " t l t F l b fmustsetthe"Autoconfigure"propertyvaluetoFalsebeforeyoudeployorredeploytheapplicationtoEssbase.

    www.finitsolutions.com 33

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    EPMAsupportforEssbaseThe Finit Solutions SeriesThe Finit Solutions Series

    Youcannot: UseEPMAtocreateHybridAnalysisorAdvancedRelationalAccesscubes.

    pp

    y y

    UpgradeexistingEssbaseapplicationswithmorethanonecubetoEPMA. ValidateformulaswithinEPMA.

    EPMA d t t EPMAdoesnotsupport: Databaseadministrationfeaturesincludingpartitionmanagement,drill

    throughdefinitions,andsecurity.

    Theconceptofmultipledatabases.EPMAallowsa1to1relationshipbetweenanEssbaseapplicationandanEssbasedatabase.

    www.finitsolutions.com 34

  • The Finit Solutions Series

    UpcomingWebinarsandFinit ContactsFinitContacts

    www.finitsolutions.com

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    UpcomingWebinarsThe Finit Solutions SeriesThe Finit Solutions Series

    GettingtheMostoutofEPM:InfrastructureforFinancePeople

    p g

    ThiswebinaronMarch16willtakeyouthroughoneoftheareasthatwegetthemostquestionson.ThewebinarwillcovertopicsincludinganoverviewofthebasicelementsoftheEPMinfrastructureandhowtheyinteract.WewilldiscusssomeofthetechnicalcomponentsthatexistinanEPMenvironment.Thefocuswillbeonwhatfinancepeople need to know when it comes to the technical infrastructure for their EPMpeopleneedtoknowwhenitcomestothetechnicalinfrastructurefortheirEPMenvironment.

    Toregister,gotowww.finitsolutions.com/Insights_Webcast.html

    www.finitsolutions.com 36

  • Th Fi it S l ti S iTh Fi it S l ti S i

    GettingtheMostoutofEPM:AnOverviewofEPMA

    FinitContactsThe Finit Solutions SeriesThe Finit Solutions Series

    [email protected]

    Questions?LesterMaldonado

    [email protected]

    214 223 8534

    Emailusfora214.223.8534

    EdDeLise

    copyoftheslidesor

    link to the recording

    [email protected]

    678.296.3611

    linktotherecording.JoeMizerk

    [email protected]

    919 349 5029

    www.finitsolutions.com 37

    919.349.5029